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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BROADCOM INC | $49.4M | 159685 | 6.42% |
| 2 | NVIDIA CORPORATION | $40.0M | 229231 | 5.19% |
| 3 | NETFLIX INC. | $33.3M | 346264 | 4.32% |
| 4 | ALPHABET INC | $32.8M | 114198 | 4.26% |
| 5 | AMAZON COM INC | $29.9M | 143368 | 3.88% |
| 6 | TESLA INC | $28.8M | 77536 | 3.74% |
| 7 | MERCADOLIBRE INC | $26.5M | 15314 | 3.44% |
| 8 | INTUITIVE SURGICAL INC | $22.7M | 49170 | 2.94% |
| 9 | ISHARES TR | $21.4M | 201707 | 2.78% |
| 10 | APPLE INC | $20.3M | 79811 | 2.63% |
| 11 | COSTCO WHOLESALE CORPORATION | $18.6M | 18666 | 2.42% |
| 12 | ISHARES TR | $15.8M | 278292 | 2.06% |
| 13 | CLOUDFLARE INC | $15.7M | 75907 | 2.03% |
| 14 | ISHARES TR | $15.0M | 141308 | 1.95% |
| 15 | ISHARES TR | $13.8M | 138668 | 1.79% |
| 16 | ROSS STORES INC | $11.8M | 54628 | 1.54% |
| 17 | GRAIL INC | $11.8M | 228256 | 1.53% |
| 18 | SPOTIFY TECHNOLOGY S A | $11.8M | 24312 | 1.53% |
| 19 | ANALOG DEVICES INC | $11.1M | 34848 | 1.44% |
| 20 | CROWDSTRIKE HLDGS INC | $8.9M | 22713 | 1.15% |
| 21 | MICRON TECHNOLOGY INC | $8.7M | 25801 | 1.13% |
| 22 | REGENERON PHARMACEUTICALS | $8.7M | 11217 | 1.13% |
| 23 | ISHARES TR | $8.5M | 77002 | 1.10% |
| 24 | BEONE MEDICINES LTD | $8.5M | 28492 | 1.10% |
| 25 | ON SEMICONDUCTOR CORP | $8.3M | 134727 | 1.08% |
| 26 | WALMART INC | $8.3M | 66554 | 1.07% |
| 27 | DEERE & CO | $8.1M | 14440 | 1.06% |
| 28 | METTLER TOLEDO INTERNATIONAL | $7.6M | 6054 | 0.99% |
| 29 | CATERPILLAR INC | $7.5M | 10647 | 0.98% |
| 30 | UBER TECHNOLOGIES INC | $7.5M | 104807 | 0.98% |
| 31 | SYNOPSYS INC | $7.4M | 18626 | 0.96% |
| 32 | TJX COS INC NEW | $7.1M | 44444 | 0.92% |
| 33 | ARM HOLDINGS PLC | $6.9M | 45741 | 0.90% |
| 34 | VANGUARD BD INDEX FDS | $6.8M | 87230 | 0.89% |
| 35 | DATADOG INC | $6.6M | 56137 | 0.86% |
| 36 | BERKSHIRE HATHAWAY INC DEL | $6.6M | 13788 | 0.86% |
| 37 | CHUBB LTD SWITZ | $6.5M | 19871 | 0.84% |
| 38 | SYMBOTIC INC | $6.5M | 121500 | 0.84% |
| 39 | ILLUMINA INC | $6.4M | 52174 | 0.84% |
| 40 | MICROSOFT CORP | $6.3M | 17023 | 0.82% |
| 41 | ALPHABET INC | $6.1M | 21128 | 0.79% |
| 42 | VEEVA SYS INC | $5.8M | 33002 | 0.75% |
| 43 | ALNYLAM PHARMACEUTICALS INC | $5.8M | 17461 | 0.75% |
| 44 | FORTINET INC | $5.7M | 70241 | 0.75% |
| 45 | ASML HLDG NV | $5.7M | 4342 | 0.74% |
| 46 | ADVANCED MICRO DEVICES INC | $5.5M | 27039 | 0.71% |
| 47 | VERTEX PHARMACEUTICALS INC | $5.5M | 12307 | 0.71% |
| 48 | REPLIGEN CORP | $5.1M | 43546 | 0.67% |
| 49 | ISHARES TR | $5.1M | 49494 | 0.66% |
| 50 | GUARDANT HEALTH INC | $5.0M | 53724 | 0.64% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.